Civic Intelligence

Private Client Resources LLC

Plan context: Private Client Resources LLC 401(K) Retirement Plan

EIN 06-1596299 • Wilton, CT • 20 filings • 3 plans

187 Danbury Road, Suite 202Wilton, CT 06897
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$4,866,760

2024 Contributions

$428,694

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,866,760$2,433,380$0200520152024YearValue
$4,866,760Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

68340200520152024YearValue
29Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024129$4,866,760$428,694$14,783iApproximate average salary by contribution assumption: employee only about $369,564 at 4% or $246,376 at 6%; with 50% employer match about $246,376 at 4% or $164,251 at 6%; with 100% employer match about $184,782 at 4% or $123,188 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-29$4,866,760$428,694$14,783iApproximate average salary by contribution assumption: employee only about $369,564 at 4% or $246,376 at 6%; with 50% employer match about $246,376 at 4% or $164,251 at 6%; with 100% employer match about $184,782 at 4% or $123,188 at 6%.
2023168$4,477,368$590,605$8,685iApproximate average salary by contribution assumption: employee only about $217,134 at 4% or $144,756 at 6%; with 50% employer match about $144,756 at 4% or $96,504 at 6%; with 100% employer match about $108,567 at 4% or $72,378 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-68$4,477,368$590,605$8,685iApproximate average salary by contribution assumption: employee only about $217,134 at 4% or $144,756 at 6%; with 50% employer match about $144,756 at 4% or $96,504 at 6%; with 100% employer match about $108,567 at 4% or $72,378 at 6%.
2022167$3,483,668$730,396$10,901iApproximate average salary by contribution assumption: employee only about $272,536 at 4% or $181,691 at 6%; with 50% employer match about $181,691 at 4% or $121,127 at 6%; with 100% employer match about $136,268 at 4% or $90,845 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-67$3,483,668$730,396$10,901iApproximate average salary by contribution assumption: employee only about $272,536 at 4% or $181,691 at 6%; with 50% employer match about $181,691 at 4% or $121,127 at 6%; with 100% employer match about $136,268 at 4% or $90,845 at 6%.
2021149$4,139,302$373,641$7,625iApproximate average salary by contribution assumption: employee only about $190,633 at 4% or $127,089 at 6%; with 50% employer match about $127,089 at 4% or $84,726 at 6%; with 100% employer match about $95,317 at 4% or $63,544 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-49$4,139,302$373,641$7,625iApproximate average salary by contribution assumption: employee only about $190,633 at 4% or $127,089 at 6%; with 50% employer match about $127,089 at 4% or $84,726 at 6%; with 100% employer match about $95,317 at 4% or $63,544 at 6%.
2020153$3,410,039$484,727$9,146iApproximate average salary by contribution assumption: employee only about $228,645 at 4% or $152,430 at 6%; with 50% employer match about $152,430 at 4% or $101,620 at 6%; with 100% employer match about $114,322 at 4% or $76,215 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-53$3,410,039$484,727$9,146iApproximate average salary by contribution assumption: employee only about $228,645 at 4% or $152,430 at 6%; with 50% employer match about $152,430 at 4% or $101,620 at 6%; with 100% employer match about $114,322 at 4% or $76,215 at 6%.
2019160$2,645,496$419,463$6,991iApproximate average salary by contribution assumption: employee only about $174,776 at 4% or $116,518 at 6%; with 50% employer match about $116,518 at 4% or $77,678 at 6%; with 100% employer match about $87,388 at 4% or $58,259 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-60$2,645,496$419,463$6,991iApproximate average salary by contribution assumption: employee only about $174,776 at 4% or $116,518 at 6%; with 50% employer match about $116,518 at 4% or $77,678 at 6%; with 100% employer match about $87,388 at 4% or $58,259 at 6%.
2018150$1,886,609$324,400$6,488iApproximate average salary by contribution assumption: employee only about $162,200 at 4% or $108,133 at 6%; with 50% employer match about $108,133 at 4% or $72,089 at 6%; with 100% employer match about $81,100 at 4% or $54,067 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-50$1,886,609$324,400$6,488iApproximate average salary by contribution assumption: employee only about $162,200 at 4% or $108,133 at 6%; with 50% employer match about $108,133 at 4% or $72,089 at 6%; with 100% employer match about $81,100 at 4% or $54,067 at 6%.
2017156$1,811,808$292,589$5,225iApproximate average salary by contribution assumption: employee only about $130,620 at 4% or $87,080 at 6%; with 50% employer match about $87,080 at 4% or $58,053 at 6%; with 100% employer match about $65,310 at 4% or $43,540 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-56$1,811,808$292,589$5,225iApproximate average salary by contribution assumption: employee only about $130,620 at 4% or $87,080 at 6%; with 50% employer match about $87,080 at 4% or $58,053 at 6%; with 100% employer match about $65,310 at 4% or $43,540 at 6%.
2016155$1,392,018$196,198$3,567iApproximate average salary by contribution assumption: employee only about $89,181 at 4% or $59,454 at 6%; with 50% employer match about $59,454 at 4% or $39,636 at 6%; with 100% employer match about $44,590 at 4% or $29,727 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-55$1,392,018$196,198$3,567iApproximate average salary by contribution assumption: employee only about $89,181 at 4% or $59,454 at 6%; with 50% employer match about $59,454 at 4% or $39,636 at 6%; with 100% employer match about $44,590 at 4% or $29,727 at 6%.
2015141$1,197,749$172,518$4,208iApproximate average salary by contribution assumption: employee only about $105,194 at 4% or $70,129 at 6%; with 50% employer match about $70,129 at 4% or $46,753 at 6%; with 100% employer match about $52,597 at 4% or $35,065 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-41$1,197,749$172,518$4,208iApproximate average salary by contribution assumption: employee only about $105,194 at 4% or $70,129 at 6%; with 50% employer match about $70,129 at 4% or $46,753 at 6%; with 100% employer match about $52,597 at 4% or $35,065 at 6%.
2014141$1,388,468$223,629$5,454iApproximate average salary by contribution assumption: employee only about $136,359 at 4% or $90,906 at 6%; with 50% employer match about $90,906 at 4% or $60,604 at 6%; with 100% employer match about $68,180 at 4% or $45,453 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-41$1,388,468$223,629$5,454iApproximate average salary by contribution assumption: employee only about $136,359 at 4% or $90,906 at 6%; with 50% employer match about $90,906 at 4% or $60,604 at 6%; with 100% employer match about $68,180 at 4% or $45,453 at 6%.
2013151$1,244,917$201,136$3,944iApproximate average salary by contribution assumption: employee only about $98,596 at 4% or $65,731 at 6%; with 50% employer match about $65,731 at 4% or $43,820 at 6%; with 100% employer match about $49,298 at 4% or $32,865 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-51$1,244,917$201,136$3,944iApproximate average salary by contribution assumption: employee only about $98,596 at 4% or $65,731 at 6%; with 50% employer match about $65,731 at 4% or $43,820 at 6%; with 100% employer match about $49,298 at 4% or $32,865 at 6%.
2012135$920,283$194,616$5,560iApproximate average salary by contribution assumption: employee only about $139,011 at 4% or $92,674 at 6%; with 50% employer match about $92,674 at 4% or $61,783 at 6%; with 100% employer match about $69,506 at 4% or $46,337 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-35$920,283$194,616$5,560iApproximate average salary by contribution assumption: employee only about $139,011 at 4% or $92,674 at 6%; with 50% employer match about $92,674 at 4% or $61,783 at 6%; with 100% employer match about $69,506 at 4% or $46,337 at 6%.
2011128$681,428$163,160$5,827iApproximate average salary by contribution assumption: employee only about $145,679 at 4% or $97,119 at 6%; with 50% employer match about $97,119 at 4% or $64,746 at 6%; with 100% employer match about $72,839 at 4% or $48,560 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-28$681,428$163,160$5,827iApproximate average salary by contribution assumption: employee only about $145,679 at 4% or $97,119 at 6%; with 50% employer match about $97,119 at 4% or $64,746 at 6%; with 100% employer match about $72,839 at 4% or $48,560 at 6%.
2010126$651,541$109,184$4,199iApproximate average salary by contribution assumption: employee only about $104,985 at 4% or $69,990 at 6%; with 50% employer match about $69,990 at 4% or $46,660 at 6%; with 100% employer match about $52,492 at 4% or $34,995 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-26$651,541$109,184$4,199iApproximate average salary by contribution assumption: employee only about $104,985 at 4% or $69,990 at 6%; with 50% employer match about $69,990 at 4% or $46,660 at 6%; with 100% employer match about $52,492 at 4% or $34,995 at 6%.
2009126$491,403$164,581$6,330iApproximate average salary by contribution assumption: employee only about $158,251 at 4% or $105,501 at 6%; with 50% employer match about $105,501 at 4% or $70,334 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-26$491,403$164,581$6,330iApproximate average salary by contribution assumption: employee only about $158,251 at 4% or $105,501 at 6%; with 50% employer match about $105,501 at 4% or $70,334 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
2008147$384,014$242,757$5,165iApproximate average salary by contribution assumption: employee only about $129,126 at 4% or $86,084 at 6%; with 50% employer match about $86,084 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-47$384,014$242,757$5,165iApproximate average salary by contribution assumption: employee only about $129,126 at 4% or $86,084 at 6%; with 50% employer match about $86,084 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
2007147$0$0-
Private Client Resources LLC 401(K) Retirement Plan-47---
2006151$134,261$97,385$1,910iApproximate average salary by contribution assumption: employee only about $47,738 at 4% or $31,825 at 6%; with 50% employer match about $31,825 at 4% or $21,217 at 6%; with 100% employer match about $23,869 at 4% or $15,913 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-51$134,261$97,385$1,910iApproximate average salary by contribution assumption: employee only about $47,738 at 4% or $31,825 at 6%; with 50% employer match about $31,825 at 4% or $21,217 at 6%; with 100% employer match about $23,869 at 4% or $15,913 at 6%.
2005121$28,018$26,943$1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%.
Private Client Resources LLC 401(K) Retirement Plan-21$28,018$26,943$1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%.